FJUL
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +4.3% ·
flujo de acciones -17.2% ·
nuevas posiciones netas +4.2%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 19.15K | $1.18M | n/a | −1 |
| Q2 2026 | 24 | +2 | 2.12M | $126.33M | +2 | −1 |
| Q1 2026 | 24 | +1 | 2.68M | $146.79M | +1 | n/a |
| Q4 2025 | 23 | 0 | 3.24M | $181.19M | n/a | n/a |
| Q3 2025 | 2 | 0 | 9.69K | $530,225 | n/a | n/a |
| Q2 2025 | 1 | 0 | 4.36K | $225,791 | n/a | n/a |
| Q1 2025 | 1 | 0 | 12.22K | $582,039 | n/a | n/a |
| Q4 2024 | 1 | 0 | 16.57K | $811,636 | n/a | n/a |
| Q3 2024 | 1 | 0 | 5.96K | $286,543 | n/a | n/a |
| Q2 2024 | 1 | n/a | 5.99K | $275,807 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 507.76K | -11.7% | $27.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 433.16K | -39.3% | $23.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cwm, Llc | 320.95K | -3.4% | $17.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Assetmark, Inc | 255.85K | +10.5% | $14.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 182.17K | -14.0% | $9.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 174.46K | -46.7% | $9.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 173.68K | -24.5% | $9.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 126.10K | -6.5% | $6.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 120.85K | -11.3% | $6.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Captrust Financial Advisors | 107.77K | 0.0% | $5.90M | 0.0% | Held | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 78.65K | +160.0% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mariner, LLC | 36.97K | -2.6% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 34.21K | +16.7% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 33.26K | -2.8% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 26.55K | -27.5% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 19.54K | -2.2% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 11.34K | -1.8% | $620,361 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 10.58K | -26.0% | $583,157 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cerity Partners LLC | 8.22K | 0.0% | $449,580 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 7.24K | -6.4% | $395,899 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 5.54K | 0.0% | $303,204 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Hrt Financial Lp | 4.35K | Nuevo | $237,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Barclays Plc | 3.00K | -15.7% | $164,379 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 330 | -59.5% | $18,058 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Hrt Financial Lp | $237,000 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 146 tenedores, 4.71M acciones, $249.41M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.